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FORA Capital Portfolio holdings

AUM $1.36B
1-Year Est. Return 56.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$26.1M
3
+$23.3M
4
SOFI icon
SoFi Technologies
SOFI
+$19.6M
5
LMT icon
Lockheed Martin
LMT
+$18.8M

Top Sells

1
+$20.2M
2
+$13.9M
3
+$12.3M
4
TSM icon
TSMC
TSM
+$12.3M
5
GEV icon
GE Vernova
GEV
+$11.6M

Sector Composition

1 Technology 28.37%
2 Industrials 13.95%
3 Financials 13.85%
4 Communication Services 8.9%
5 Materials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RS icon
301
Reliance Steel & Aluminium
RS
$20.5B
$541K 0.04%
+1,780
FLNC icon
302
Fluence Energy
FLNC
$3.12B
$540K 0.04%
+39,242
DJCO icon
303
Daily Journal
DJCO
$727M
$539K 0.04%
+1,120
SGI
304
Somnigroup International
SGI
$14.9B
$538K 0.04%
+7,275
AI icon
305
C3.ai
AI
$1.57B
$534K 0.04%
+63,465
ANF icon
306
Abercrombie & Fitch
ANF
$3.72B
$534K 0.04%
5,843
-3,594
ADT icon
307
ADT
ADT
$5.14B
$526K 0.04%
79,940
+56,416
CFG icon
308
Citizens Financial Group
CFG
$27.8B
$516K 0.04%
8,604
-42,477
CNXC icon
309
Concentrix
CNXC
$1.66B
$512K 0.04%
+18,721
KNSL icon
310
Kinsale Capital Group
KNSL
$6.99B
$488K 0.04%
+1,427
MRSH
311
Marsh
MRSH
$79.7B
$487K 0.04%
+2,806
BULL
312
Webull Corp
BULL
$2.93B
$484K 0.04%
+100,937
FNF icon
313
Fidelity National Financial
FNF
$12.8B
$479K 0.04%
+10,316
INSP icon
314
Inspire Medical Systems
INSP
$1.22B
$470K 0.03%
9,107
-5,159
ENPH icon
315
Enphase Energy
ENPH
$7.05B
$464K 0.03%
12,270
-15,416
APPF icon
316
AppFolio
APPF
$5.99B
$462K 0.03%
+2,930
PGY icon
317
Pagaya Technologies
PGY
$1.23B
$461K 0.03%
39,598
-3,153
NICE icon
318
Nice
NICE
$5.19B
$459K 0.03%
4,155
-3,397
AMGN icon
319
Amgen
AMGN
$186B
$442K 0.03%
1,256
-2,981
CALM icon
320
Cal-Maine
CALM
$3.68B
$440K 0.03%
5,557
-10,026
HXL icon
321
Hexcel
HXL
$7.02B
$439K 0.03%
+5,430
ERAS icon
322
Erasca
ERAS
$4.17B
$433K 0.03%
+26,806
DCI icon
323
Donaldson
DCI
$9.99B
$427K 0.03%
+5,024
CVS icon
324
CVS Health
CVS
$124B
$421K 0.03%
+5,856
KMPR icon
325
Kemper
KMPR
$1.43B
$420K 0.03%
+13,743
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